See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,281 | $80,717-26.6% | $154,803-61.7% | $84,808-30.1% |
| Participation rate | 23.3% | 66.8%-43.5pp | 78.1%-54.7pp | 68.3%-45.0pp |
| Annual return | 14.14% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $393 | $2,761-85.8% | $4,305-90.9% | $2,631-85.1% |
| Participant deferral / active EE | $439 | $3,303-86.7% | $5,540-92.1% | $4,212-89.6% |
| Admin fee / account holder | $1,031 | $6,746-84.7% | $14,329-92.8% | $7,344-86.0% |